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San Luis Wealth Advisors LLC: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of San Luis Wealth Advisors LLC on V, newest first. How the timeline and the estimate are built.

San Luis Wealth Advisors LLC held 17,750 V shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,750 shares
    Change vs previous 13F +3,898 shares

    0.92% of the 13F portfolio, value $6,090,015.

    13F-HR 0001844709-26-000004 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,852 shares
    Change vs previous 13F +931 shares

    0.69% of the 13F portfolio, value $4,186,688.

    13F-HR 0001844709-26-000003 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,921 shares
    Change vs previous 13F +1,077 shares

    0.76% of the 13F portfolio, value $4,531,374.

    13F-HR 0001844709-26-000001 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 11,844 shares
    Change vs previous 13F +1,989 shares

    0.73% of the 13F portfolio, value $4,043,278.

    13F-HR/A 0001844709-25-000009 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,855 shares
    Change vs previous 13F -1,875 shares

    0.75% of the 13F portfolio, value $3,499,000.

    13F-HR 0001844709-25-000006 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 11,730 shares
    Change vs previous 13F -6,793 shares

    0.93% of the 13F portfolio, value $4,111,000.

    13F-HR/A 0001844709-25-000005 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,523 shares
    Change vs previous 13F +3,620 shares

    1.11% of the 13F portfolio, value $5,854,000.

    13F-HR 0001844709-25-000001 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,903 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,098,000.

    13F-HR 0001844709-24-000007 filed by San Luis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).